Once the lines have been created they can be updated as required.
Here an order for a Samsung TV has complementary items for a Wall Bracket and a 3-Year Extended Warranty. If the customer requires either of these items you can press <Enter> to record the required quantity and then click the GENERATE option, if no additional items are required you can click the ABANDON option.
Once the lines have been created they
can be updated as required.
New items are required on the Stock file for this new feature. To add the new items select Installation from the main menu followed by Application Manager and then Restructure A Database. Select the Stock Controlapplication. Elect to update the Live Files and then select the Stock File. The existing data items are then displayed on screen, scroll-down to the next available blank entry and create the following item:
Item Type Description
CMPL-STK-1 X 16/30 Holds the first complementary stock item for this product.Stock codes are normally set to be up to sixteen characters but if required you can set the field to the maximum thirty characters.
CMPL-STK-N X 16/30 Holds the nth complementary stock item for this product.
Note that the complementary items must be consecutive within the stock database and typically 5 or 10 items will be configured.
To insert a new item press <Enter> against a blank entry, enter the title as required and press <Enter>, select the item type (using the drop-down list if required), and depending on item type select the size required.
Once the additional items have been recorded press the <ESC> key and select the UPDATEbutton to save the database changes. When prompted respond ‘Y’ to the prompts to ‘Extract Existing Data to New Database Structure’ and, if appropriate, ‘Copy Table Entries from Old Database to New Database’. Final prompts ask to ‘Remove (.OLD) Database’ and to ‘Carry Out the Same Restructure on the BASE File as well’ – respond as required. If you select to update the base file you need to manually insert the new items at the same data item positions as on the live file.
The new data item needs to be referenced within the Database
Profiles. To update these settings
select Installation from the main
menu followed by Application Manager and Set Database Profiles. Choose the Stock Control application before selecting the Stock FIFO 1 / Comp parameter screen.
On the left of the screen are the prompts First Complementary and Last Complementary – against this item reference the data item number of the equivalent item created above, <F4-Select> is available as required.
The Stock maintenance screens need to be updated to allow input of the Complementary Stock Codes.You can amend either one of the standard screens or one of the Additional Maintenance / Enquiry Screens.
To update the screen layout(s) users can sign on as the
SYSTEM user-id (or if Premier any
user with Installer rights) and right-click on the Stock Records menu option
before selecting either the Add New Stock Record screen of one of the
Additional Maintenance Screens.Alternatively users can select the Installation option from the main menu followed by Application
Manager and then Application User
Facilities. Select the Stock Control application before
selecting Maintain Stock and then
either the Add New Stock Screen or Additional Maintenance / Enquiry Screens and configure an extra maintenance screen.
To insert the Complementary Items you’ll first need to add text labels for ‘Complementary Items’ (or similar), to do this use the mouse to position the cursor where required and then type the required text. To insert the data items position the cursor where required and press the <F4-Select> key and choose the data item required. Set whether items are view-only, mandatory or require uppercase input as required.
Once complete choose File and then Save & Exit.
Notes
For this facility the options to ‘Use Quick Forms for Rapid Order Entry’ need to be enabled within the SOP Application User Facilities.
Complementary Items can also be used within the Point-of-Sale Order Entry tools.
Article ID: 2110
Created On: Fri, Nov 22, 2013 at 4:01 PM
Last Updated On: Mon, Jun 12, 2023 at 3:11 PM
Online URL: https://kb.datafile.co.uk/article/complementary-stock-items-2110.html